Nexwealth Jobs in Usa

NexWealth, a registered investment advisor and multi-family office, is seeking an experienced Estate and Trust Attorney to support the firm’s high-net-worth and ultra-high-net-worth client base. This role works closely with firm leadership and client advisory teams to provide sophisticated estate, trust, and wealth transfer planning within a coordinated family office structure.

The position involves advising on complex estate planning strategies, trust structures, tax-efficient wealth transfer, and coordination with external counsel and advisors. The attorney will play a key role in aligning estate planning decisions with broader investment, tax, and legacy objectives.

The ideal candidate holds an LLM in Taxation and brings prior estate and trust experience from a law firm, RIA, family office, multi-family office, wealth management firm, or similar environment. This position is based in NexWealth’s Philadelphia office.

Successful candidates will demonstrate exceptional technical competence, strong judgment, discretion, and the ability to communicate complex legal concepts clearly to both clients and internal stakeholders within a high-expectation, fiduciary-focused environment.

Responsibilities include, but not limited to, the following:

• Advise high-net-worth clients on all aspects of wealth planning, including gift, estate, and income taxation, charitable giving, trust administration, wealth transfer and business succession matters
• Work closely with clients and their outside legal counsel
• Prior experience with wills, revocable trusts, premarital agreements, generation-skipping trusts, ILITs, GRATs, IDGTs, CLATs, LLC operating agreements, and related planning and transactional documents
• Meet with clients to review and discuss estate planning strategies and supervise document execution
• Research and draft memoranda on tax-related topics

Requirements

• Bachelor’s degree
• JD + LLM in Taxation
• Minimum of 3-5 years experience working with estates and trusts
• Experience working with and comfort communicating with high net worth clients
• Working knowledge of federal tax law
• Work in firm’s Philadelphia office (this is not a remote position)
• Organized, detail-oriented, with strong interpersonal skills
• Team player
• Willingness to provide professional references and undergo a background check and drug testing in accordance with local law/regulations.

About the Firm

NexWealth is a multi-family office formed out of client demand for a personalized family wealth management experience. By providing highly customized, integrated family wealth management, NexWealth fills a void in the industry that tends to silo wealth and push families into mass market services, model portfolios and self-service help desks. NexWealth does not use a one size fits all service model. Rather, the firm focuses on each family’s needs and delivers timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions.

NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.

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